Security National Bank
Company Description
Security National Bank, established in 1884 in Sioux City, Iowa, has built a reputation as the region's most trusted and established financial institution. Guided by values of integrity, respect, and a commitment to human connection, the bank offers comprehensive services, including checking, savings, loans, and investments. With a legacy of resilience through economic challenges, the bank remains dedicated to helping individuals and businesses achieve their financial goals. As a locally owned bank with over $1 billion in assets, its mission is to prioritize customers and their aspirations, providing personalized financial solutions.
Role Description This is a full-time, on-site role for a Client Relationship Manager based in Sioux City, IA. The Client Relationship Manager will be responsible for cultivating and maintaining strong client relationships, acting as a trusted financial advisor, ensuring satisfaction, and addressing client needs.
Day‑to‑day tasks include:
Providing financial recommendations and tailored product solutions
Managing client accounts and resolving inquiries
Collaborating with internal teams to ensure seamless service
Proactively engaging with clients to understand goals and deliver impactful strategies that foster long-term partnerships and satisfaction
Qualifications
Strong relationship management skills, including customer service, communication, and interpersonal abilities.
Expertise in financial products and services, including loans, savings, investments, and account management.
Experience in problem‑solving, financial advising, and addressing client inquiries effectively.
Proficiency in organizational skills, multitasking, and attention to detail.
Strong analytical and decision‑making abilities to customize financial solutions based on client goals.
Ability to collaborate with internal teams and commitment to achieving client satisfaction.
Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
Professional experience in banking or customer relationship management is highly desirable.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Banking
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Role Description This is a full-time, on-site role for a Client Relationship Manager based in Sioux City, IA. The Client Relationship Manager will be responsible for cultivating and maintaining strong client relationships, acting as a trusted financial advisor, ensuring satisfaction, and addressing client needs.
Day‑to‑day tasks include:
Providing financial recommendations and tailored product solutions
Managing client accounts and resolving inquiries
Collaborating with internal teams to ensure seamless service
Proactively engaging with clients to understand goals and deliver impactful strategies that foster long-term partnerships and satisfaction
Qualifications
Strong relationship management skills, including customer service, communication, and interpersonal abilities.
Expertise in financial products and services, including loans, savings, investments, and account management.
Experience in problem‑solving, financial advising, and addressing client inquiries effectively.
Proficiency in organizational skills, multitasking, and attention to detail.
Strong analytical and decision‑making abilities to customize financial solutions based on client goals.
Ability to collaborate with internal teams and commitment to achieving client satisfaction.
Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
Professional experience in banking or customer relationship management is highly desirable.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Banking
#J-18808-Ljbffr